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Review Tree

Review Tree - Missing Documents

Missing Documents
 category shows a list of missing documents based on proforma information. To index(match) the missing document, drag and drop the missing document from the
Thumbnail
 panel to the missing proforma Thumbnail icon document placeholder in the
INDEX TREE
. The missing document will be removed from the list of missing documents after you index(match) the missing document.
For classic leadsheets binders, you have an additional option of addressing the missing document by referencing and entering the information manually in the
FORMS
 tab.

Missing Documents category

To view missing documents, select the
Review Tree
 tab, then select the
Expand
 Expand icon icon to expand the
Missing Documents
 category.
Select the Expand icon
Select the
Expand
 Expand icon icon to expand the Index Heads/Input Form categories.
Select the Expand icon
Expanded categories will show Proforma'd Input Forms rolled over from the prior year without any Input Fields.
Expanded category
The number in the parenthesis which appears beside the
Missing Documents
 category shows the total number of missing documents.
Count of documents in each category
Addressing missing documents
Go to
Index Tree
, drag the missing document from the
Thumbnail
 panel to the missing proforma Thumbnail icon document placeholder. The missing document will be removed from the
Missing Documents
 category list and the missing documents count in the parenthesis will also reduce by one.
Animated GIF of user assigning documents to categories
note
If your workpaper/document is already associated with another folder, then you can also create workpaper shortcuts to address the missing documents.
Addressing missing documents using Forms (Classic Leadsheet binder only)
For classic leadsheets binders, you have an additional option of addressing the missing document by entering the information manually in the
FORMS
 tab.
Select the
Proforma missing
 Proforma missing icon icon to open the proforma Input form on the
Forms
 tab.
Select the Proforma missing icon
If this form is not needed in the current tax year, select the
Inactive
 checkbox located on the
Forms
 tab toolbar.
note
You can select or clear the
Inactive
 checkbox to switch between the active or inactive form. It helps in the quick recognition and drafting of the missing items Notes.
Inactive checkbox
When the
Inactive
 checkbox is selected, the proforma'd form will disappear from the Review Tree. The number in the parenthesis which appears beside the
Missing Documents
 category will be reduced for every form selected as
Inactive
.
Count of documents in the Missing Documents category

Add a missing item note using the Review Tree category Missing Documents

While preparing tax returns, you might want to inform the taxpayer about missing information needed to complete the tax preparation for the current year.
One way of doing it in the SPbinder is to mark an email to the taxpayer using the
Email
 button in the
Notes
 section of the SPbinder.
Email in the NOTES tab
You may also want the missing item notes to be a part of the DreamWorkpapers as a record.
It can be done through the
Review Tree
 category
Missing Documents
.
To ensure complete and accurate preparation of the return, it is important to verify with the taxpayer whether any information for such items is received in the current year and that it needs to be used in the tax preparation or not.
Thus, missing item notes must be written for forms listed in this category.
To add a missing item note, right-click on the form for which you want to add a missing item note, and then select 
Add Form as Missing Item Note
 from the shortcut menu.
Select Add Form as Missing Item Note
The notes section gets activated and a
Missing Item
 note for that particular form gets added.
If required, the prior year amount needs to be entered manually in the
Prior Year Amount
 field.
Missing Item note assigned to a document
A
Missing item note
 icon gets added to the form icon indicating that a missing item note has been added in the Notes section for the form.
Missing item note icon appearing next to a document
You can add missing item notes for all the forms that appear under the
Missing Documents
 category.

Delete missing item note using the Review Tree category 'Missing Documents'

If you have mistakenly added a missing item note or received the source document/response from the taxpayer for that missing item note, you can delete it from the Review Tree.
To delete a missing item note, right-click the form in the
Review Tree
 and then select
Remove Form as Missing Item Note
 on the shortcut menu.
Select Remove Form as Missing Item Note
Alternatively, you can select the
Delete note
 icon Delete note icon on the note to delete the note.
Select the Delete note icon

View missing item note

To view the missing item note directly on the
Notes
 tab, right-click the form with the missing item note, then select
Go to Missing Item Note
 from the shortcut menu.
Select Go to Missing Item Note

Add multiple missing item notes

To add missing item notes for all the forms under the
Missing Documents
 category at once, right-click
Missing Documents,
 and then select
Add all Forms as Missing Item Notes
.
An individual missing item note gets added for each proforma form that appears under this review category.
Select Add all Forms as Missing Item Notes
You can also add missing item notes for all forms in a particular form category such as W-2, 1099-INT.
You can add or delete missing item notes for selected proforma forms from the different form categories.
To add multiple missing item notes, select multiple proforma forms across the various form categories, right-click on any one of them and select
Add Form as Missing Item Note
.
Select Add Form as Missing Item Note
To delete multiple missing item notes, select multiple proforma forms across the various form categories, right-click on any one of them then select
Remove Form as Missing Item Note
.
Select Remove Form as Missing Item Note
When the window appears, select
Yes
 to delete selected notes, or select
No
 to cancel.
Select Yes

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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